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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,979 | $97,125+68.8% | $86,233+90.2% | $137,256+19.5% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 17.06% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,652 | $2,841-6.7% | $2,504+5.9% | $4,156-36.2% |
| Participant deferral / active EE | $2,175 | $5,180-58.0% | $4,559-52.3% | $6,407-66.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |